Jonathan Clark Email & Phone Number

Charlotte, North Carolina, United States

New York, New York, United States

New York, New York, United States

- Tapped to lead a 12-person team of Product Specialists/Experts for a privately held media company specializing in high-value content for financial professionals. - Enhance the sales process for Account Managers and Sales Directors by bringing deeper value and knowledge to client relationships.-Direct automation initiatives that improve client engagement and experience and drive new business.

Greater New York City Area

Head of Relationship Management (Customer Success), Americas for a privately held media company specializing in high-value content for financial professionals. Key Accomplishments:- Created an incentive-based referral program that has generated over $1M in new revenue and simplified tracking of prospects.- Expanded team product coverage and oversaw improvement of renewal rates by more than 9% over a 6 year period.- Improved team performance and customer service delivery by pivoting and upgrading the client training focus and transforming the incentive system.- Developed strategy, resources, and standardized processes for a formal RM training program which accelerated their ability to effectively engage clients.

New York, New York

Managed a Customer Relationship team in the Americas that focuses on satisfaction and retention.- Led a team of 8 Relationship Managers as a Player/Coach while managing a subset of the client base.- Recognized for designing the firm’s first ever CRM training program and developing new strategies that incentivized and enhanced team performance.

New York, New York

- Facilitated new business and strategic partnerships by cultivating key relationships within the subscriber base.- Increased customer satisfaction and retention through regular engagement, relationship building, and providing product support and training.

Bala Cynwyd, Pa

- Built a book of business at one of the oldest financial services firms in the Philadelphia area.- Forecasted risk and created financial plans for individuals and businesses and met their needs by applying a wide array of products and services.

Philadelphia, Pennsylvania

Managed the shoe department at a large sporting goods retailer.

Bba, Economics

Bm, Music Recording And Technology

Activities and Societies: Audio Engineering Society, LVC Choir